SWM
EVV

Sugarloaf Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Sugarloaf Wealth Management’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,214
Closed -$11.6K – 693
2023
Q4 		$11.6K Buy
+1,214
New +$11.1K ﹤0.01% 472

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Sugarloaf Wealth Management's EVV Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2024, closing a stake of 1,214 shares — an estimated $11.6K sold.

Sugarloaf Wealth Management first reported a position in EVV in Q4 2023 and held it in 1 quarter. The position peaked at $11.6K in Q4 2023. 153 funds tracked by Wall St. Rank hold EVV as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,214 Eaton Vance Limited Duration Income Fund shares in Q1 2024, an estimated $11.6K.
  • Sugarloaf Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $11.6K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.